-16.5%
PTEN vs URA
+361.2%
-377.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.7% | +1.8% |
| 7D | +2.8% | -1.5% | +4.3% | +3.5% |
| 30D | +17.6% | -0.4% | +17.9% | +16.8% |
| 3M | +8.2% | +6.3% | +1.9% | +1.9% |
| 6M | +38.1% | -14.0% | +52.1% | +39.8% |
| YTD | +117.3% | +5.3% | +112.0% | +89.3% |
| 1Y | +146.1% | +11.7% | +134.4% | +97.6% |
| 3Y | -3.0% | +109.8% | -112.8% | -53.9% |
| 5Y | +93.5% | +108.0% | -14.5% | -13.5% |
| All | -16.5% | +361.2% | -377.8% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling